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Settings & Admin

Open both from the avatar menu (top right). Non-admins do not see Admin.

For a sequenced ramp, use the Team onboarding checklist.

Settings (/settings)

Open My Settings from the avatar menu (top right).

Personal information

Edit name, phone, login email, and time zone (used when showing calendar times). Portrait is initials from your name (no photo upload yet). Change password with current + new (min 8 characters).

vCard

Preview and download a .vcf built from your name, phone, email, and company address (Admin → Company). You can attach or paste it in a text.

Email signature

Saved on your user and appended when you send email from a lead profile. Action-plan mail only includes it if the template uses {{agent_signature}}.

There is no connected Gmail/Outlook inbox here.

Notifications

  • Lead or conversation assigned to me
  • Stage changes on my leads
  • Task assigned to me
  • Daily digest / hot-sheet email

In-app notifications (bell) work independently of these email prefs.

Other settings

User merge field — extra text for templates ({{agent_merge_field}} or {{agent_merge_field_1}}): website, booking link, title, etc.

Delete my team member account

Permanent. Type DELETE to confirm. Your people, open tasks, deals, and assigned conversations move to the oldest remaining admin. Your login email is freed.

The last admin cannot delete themselves (the team would have no owner). Add another admin first. Canceling the whole team (FUB account-owner billing cancel) is not available.

Admins removing someone else still use Admin → Teams (not this).

Admin (/admin) — admins only

Non-admins are redirected away.

Teams directory

The Teams tab is the member directory:

  • Name — display name + login email
  • Role — Admin or Agent (edit from the row)
  • Groups — assignment groups the user belongs to
  • Phone
  • Last seen — last web login
  • Can export / Pause leads — quick toggles (admins can always export)
  • Actions — Edit (role, groups, permissions, remove + reassign)

+ Add users invites by name, email, optional phone, and role. Pending invites appear as Invite sent (Resend). The invited person opens /invite/<token> and sets a password.

Admins cannot demote or remove the last remaining admin. Removing a member who owns people requires choosing who takes those contacts.

Invites (under More ▾) jumps here and opens the invite modal. Permissions is the bulk matrix for the same flags (can_view_all, can_delete_people, can_manage_deals, export, receive leads, …).

Lead Flow, Groups, Ponds

| Tab | Purpose | |-----|---------| | Lead Flow | Source → assignment (round_robin / specific / unassigned / first_to_claim / group) + optional action plan | | Groups | Round-robin and first-to-claim pools | | Ponds | Shared queues; agents claim on /ponds |

Action Plans & Automations

  • Action Plans — multi-day sequences (task / email / SMS steps with templates). Enroll from a person or attach from Lead Flow.
  • Automations — run the automation runner; event triggers (person_created, tag_added, no_contact_days, pond_claim); stage automations (task and/or plan when stage changes).

Templates, Import, Custom Fields

  • Email Templates / Text Templates — channel-split templates ({{first_name}}, …).
  • Import — CSV file or paste, plus previous import jobs.
  • Custom Fields — type, usage, hide-if-empty, read-only.

More ▾

| Tab | Purpose | |-----|---------| | Stages / Tags | Pipeline stages and shared tags (merge tags supported) | | Company | Team name, timezone, phone, address, website | | Appointments | Appointment kinds and call outcomes | | API Keys | Scoped keys + optional IP allowlist; use for POST /public/leads and /public/v1/… | | Webhooks | Outbound events, HMAC secret, delivery log / queue | | Audit | Team audit log (+ CSV export) | | Dedupe | Find and merge duplicate people | | Channels | Email/SMS provider status (console / Gmail / Resend / Twilio) — not an app marketplace | | Integrations | Portal connections + Google Calendar catalog. Direct URL: /admin/integrations | | Overview | KPIs + shortcuts into the tools above |

Primary tabs also include Overview at the start of the Admin bar.

What Admin is not

There is no Billing, MLS, phone-number inventory, dialer, connected mailbox, or third-party integration store. Use Channels, API Keys, and Webhooks for integrations you host yourself.